Integration
Connect DecisionVault and QuickBase
When New Event fires in DecisionVault, your agent runs Insert or update records in QuickBase, or New or updated record in QuickBase to Get Contacts for Matter in DecisionVault. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want DecisionVault and QuickBase to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What DecisionVault and QuickBase can do together
From DecisionVault to QuickBase
When New Event in DecisionVault
then Insert or update records in QuickBase
From QuickBase to DecisionVault
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with DecisionVault and QuickBase
Triggers and actions 4 triggers · 39 actions
- New Event
Triggers when a new event happens in your firm, such as a client submitting a questionnaire.
- New Matter
Triggers when a new matter is created in your firm.
- Create Matter and Invite Clients
Creates a matter and emails an invite to up to two clients, who can then log in to fill out the questionnaire.
- Get Answers for Matter
Returns the client's answers to custom questions on a matter, grouped by questionnaire page.
- Get Assets for Matter
Returns the assets the client entered on a matter.
- Get Clients for Matter
Returns the client(s) on a matter.
- Get Contacts for Matter
Returns the contacts on a matter.
- Get Document
Returns one uploaded document by ID, with its download link. Client documents carry document_request; financial documents carry fin_item and fin_category.
- Get Documents for Matter
Returns the documents the client uploaded to a matter.
- Get Event
Returns one event by ID.
- Get Financial Documents for Matter
Returns the financial documents the client uploaded during asset intake on a matter.
- Get Matter
Returns one matter by ID, including its questionnaire, main contact, spouse and representative.
- Get Meeting Templates for Matter
Returns the matter's meeting templates, filled with answers and role assignments.
- Get Questionnaire
Returns one questionnaire by ID.
- Get Roles for Matter
Returns the roles defined by the matter's questionnaire and the contacts assigned to each.
- Get User
Returns one user by ID.
- List Financial Categories
Returns the financial categories for your firm's questionnaires.
- List Matters
Returns the matters under your firm, with optional search and date filters.
- List Questionnaires
Returns the questionnaires under your firm.
- PreCreate Matter
Creates a matter and returns an invite link to send to the client.
- New or updated record
Polling trigger. Fires for each record added or modified in the specified Quickbase table, ordered by Date Modified. Records are deduped by their Record ID# (field 3).
- New record
Polling trigger. Fires for each new record added to the specified Quickbase table, ordered by Record ID#. Records are deduped by their Record ID# (field 3).
- Add app
Creates a new Quickbase application in the connected realm, optionally with a description, app variables and security properties.
- Add field
Creates a new field in a Quickbase table, optionally with display settings, type-specific properties and per-role permissions.
- Add table
Create a new table in a QuickBase app.
- Delete app
Delete a QuickBase app by id.
- Delete field
Delete one or more QuickBase fields from a table.
- Delete records
Delete records from a Quickbase table that match a query (Quickbase query language in the where clause).
- Delete table
Deletes a table from a Quickbase app, including all of the data within it.
- Get app
Get the properties of a Quickbase application by its app ID.
- Get field
Get a single QuickBase field by id.
- Get report
Get metadata for a single QuickBase report.
- Get table
Get the properties of a single Quickbase table by table ID and app ID.
- Get table fields
List all fields (columns) for a Quickbase table, including field IDs, labels, and types.
- Get tables for app
List all tables belonging to a Quickbase application.
- Insert or update records
Insert new records or update existing ones in a Quickbase table. Pass data as an array of record objects keyed by field ID. Include the table's key field (or record ID field 3) to update; omit to insert.
- List reports
Lists all reports defined on a Quickbase table.
- Query records
Query records from a Quickbase table. Optionally pass select (array of field IDs), where (Quickbase query language), sortBy, groupBy, and options (skip/top).
- Run formula
Runs a Quickbase formula against a table (and optionally a record) and returns the result as text.
- Run report
Run a Quickbase report by report ID and table ID and return its result rows.
- Update app
Updates an app's name, description, app variables and/or security properties. Properties left blank stay unchanged.
- Update field
Updates the properties and per-role permissions of an existing field in a Quickbase table. Properties left blank stay unchanged.
- Update table
Update an existing QuickBase table's properties.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
DecisionVault and QuickBase, answered
What can start an automation from DecisionVault?
Any of DecisionVault's 2 triggers in the catalog, including New Event and New Matter. Describe the moment in plain language and your agent picks the right one.
What can your agent do in QuickBase when something happens in DecisionVault?
Any of QuickBase's 21 actions, including Update app, Update field, Update table and Add app. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from QuickBase to DecisionVault?
Yes. When something happens in QuickBase, your agent can act in DecisionVault too. This page covers both directions: QuickBase's triggers and DecisionVault's actions are listed here as well.
Do I have to build a connector for DecisionVault or QuickBase?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use DecisionVault and QuickBase without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.